Planning Consultant Greenwood Village, CO

Job Description:

Through your integrity and adherence to Fidelitys client commitment standards we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

As a Planning Consultant you will provide a world-class planning experience uncover opportunities to deepen client relationships through consolidation of assets referrals and plan implementations and develop an engagement strategy that supports each clients unique planning needs.

The Expertise Were Looking For

• FINRA Series 7 & 66 licensed and hold appropriate state registrations OR ability to acquire Series 66 upon hire

• Minimum 2 years of financial services or relevant experience
• Attainment of CFP Certification is highly encouraged

The Purpose of Your Role

The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelitys most valuable addition to the primarily role of conducting financial planning interactions you will support the overall client relationship by using innovative technologies such as Glance to maximize efficiencies for clients. You will be in complete alignment with Fidelitys firm wide initiatives that will give you the opportunity to positively influence clients financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!

The Skills You Bring

• Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
• Ability to profile to understand planning needs and identify appropriate solutions
• You have a vested interest in building relationships and being an advocate for clients
• You are motivated toward success willing to demonstrate ownership and committed to achieving meaningful goals
• Comfort making outbound calls to further educate clients and uncover opportunities

Note: Fidelity will not provide immigration sponsorship for this position.

Our Investments in You

We believe it is important to approach life holistically. Fidelitys greatest advantage is our people so ourbenefit programs(opens in a new tab)are designed to help you and your loved ones strike the right balance. Sound too good to be true See for yourself and learn more about our benefits offerings:

• We offer a competitive total rewards package including a stable base salary to recognize associate achievements
• Click to hear from a few of our associates about the outstanding benefits Fidelity offers:Benefits at Fidelity Investments(opens in a new tab)
• Click here for a story about how we are helping ouremployees payback their student loan debt(opens in a new tab)

The Value You Deliver

• Conducting joint appointments with clients focused on consultations through Fidelitys guidance offering
• Educating and planning with clients to uncover opportunities that will lead to the clients success
• Creating and maintaining an organized client contact strategy including engaging business partners and using tools such as Salesforce
• Building long-lasting meaningful relationships with clients
• Mentoring and supporting the success of your peers

How Your Work Impacts the Organization

Through your knowledge of financial planning and your ability to build relationships you will effectively profile navigate and present the output of our guidance tools leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which youll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!

Placement in the range will vary based on job responsibilities and scope geographic location candidates relevant experience and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support market-leading retirement generous paid time off and parental leave charitable giving employee match program and educational assistance including student loan repayment tuition reimbursement and learning resources to develop your career. Note the application window closes when the position is filled or unposted.

Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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